Associate, Global Client Group (Retirement Group)
Job Overview
Skills & Requirements
Microsoft Dynamics
Essential skill for this role
Portfolio Management
Essential skill for this role
Series 7
Essential skill for this role
Series 63
Essential skill for this role
Qualifications & Education
Experience Required
2-5
Qualifications
Bachelor's degree with a strong academic record 2-4 years of experience in the Financial Services Industry Excellent verbal and written communication skills Ability to work on multiple projects at once while adhering to strict deadlines and producing high quality work Work independently, prioritize, stay organized, and exercise time management Demonstration of initiative and accountability Maintain a strong sense of professional and personal integrity
About the Role
Associate, Global Client Group (Retirement Group)
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Notes
Extra context the hiring team thought you should know.
Dimensional sees great value from collaborating in our offices and appreciates the benefits of flexibility. Most roles fit our office-first hybrid approach: We are together on our campuses Tuesdays, Wednesdays, and Thursdays and have the choice to work in the office or remotely, depending on what is best for that work day, on Mondays and Fridays. This approach maximizes in-person collaboration and interaction while simultaneously providing flexibility and applies to most roles globally with a few exceptions that require more or less time in the office. Please discuss with your Recruiter to confirm the details for this specific role.
Resumes and portfolios (when applicable) are required as part of your application. When applying from a mobile device or tablet, you may not be able to attach a resume. If you cannot include an attachment at the time of your application, you will receive a follow up email asking you to attach your resume from a computer.
Here at Dimensional, we strive to be an inclusive workplace for all. Even if you do not match every qualification listed, if you are interested in who we are, what we do, and why we do it, we suggest and encourage you to apply.
The use of Artificial Intelligence during interviews and skill testing is prohibited, unless Dimensional Fund Advisors has authorized such use.
If you require reasonable accommodation in completing this application, interviewing, or otherwise participating in the employee selection process, such accommodation is available upon request.
Inside the Program
Understand how the rotation and mentorship will run.
Our Retirement Group is responsible for working with retirement providers and financial advisors across the country. The Associate will be an integral member of the Retirement relationship management team and will support business development and client retention activities for various prospects and clients. With proven success, the Associate will have the opportunity to work directly with clients, prospects and intermediaries to develop and expand Dimensional's client relationships.
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